AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
GM

Gavin Michael Bolanos

Illinois·CRD #7572345
Dual-registered

Dual-registered at VESTGEN ADVISORS, LLC

States
1
Exams
3
Since
2026
Est. fee
AUM / Hourly / Flat Fee
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GM

Gavin Michael Ford

New Jersey·CRD #7827798
Dual-registered

Dual-registered at BEACON POINTE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
4
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
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GM

Gavin Michael Morrissey

Massachusetts·CRD #3220462
Dual-registered

Dual-registered at ALLWORTH FINANCIAL, L.P.

Experience
27 yrs
States
1
Exams
8
Since
1999
Fee
AUM / Flat Fee / Performance-based
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GM

Gavin Michael Skinner

New Jersey·CRD #6461223
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
10 yrs
States
2
Exams
5
Since
2016
Est. fee
AUM / Commission / Flat Fee
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GM

Gavin Mullen

Pennsylvania·CRD #6127116
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
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GM

Gavin Mycle Dollison

California·CRD #7386767
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
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GP

Gavin Paul Landry

Louisiana·CRD #7506475
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
4 yrs
States
2
Exams
5
Since
2022
Est. fee
AUM / Hourly / Flat Fee
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GP

Gavin Paul Ulewicz

N/A·CRD #7971330
IA Rep

Investment Adviser Rep at CENTENNIAL ADVISORS, LLC

Exams
2
Est. fee
AUM / Flat Fee
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GP

Gavin P. Gillison

Alabama·CRD #6141839
IA Rep

Investment Adviser Rep at WAVERLY ADVISORS, LLC

Experience
13 yrs
States
1
Exams
1
Since
2013
Fee
AUM / Hourly / Flat Fee / Performance-based
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GP

Gavin Potterfield

Maryland·CRD #7938204
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
GR

Gavin Reed Shepherd

Arkansas·CRD #7767914
Dual-registered

Dual-registered at HORNOR, TOWNSEND & KENT, LLC

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Other
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GR

Gavin Riley Dankert

California·CRD #8136158
IA Rep

Investment Adviser Rep at TRILOGY CAPITAL, INC.

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GR

Gavin Robert Burns

Minnesota·CRD #2681381
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
30 yrs
States
1
Exams
5
Since
1996
Est. fee
AUM / Flat Fee
View profile
GR

Gavin Robert Carter

Texas·CRD #6638316
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
10 yrs
States
1
Exams
3
Since
2016
Est. fee
AUM / Commission / Flat Fee
View profile
GR

Gavin Robertson McCluey

Montana·CRD #2819782
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
27 yrs
States
2
Exams
4
Since
1999
Est. fee
AUM / Flat Fee
View profile
GS

Gavin Schmidtmann

Michigan·CRD #7555980
Dual-registered

Dual-registered at SECURE ASSET MANAGEMENT, L.L.C.

Experience
4 yrs
States
1
Exams
3
Since
2022
Est. fee
AUM / Flat Fee / Other
View profile
GS

Gavin Scott Barford

Florida·CRD #8046857
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile
GS

Gavin Singh

Florida·CRD #7910220
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
GS

Gavin Sinke

Michigan·CRD #8108055
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
View profile
GT

Gavin Thomas Patterson

Michigan·CRD #7681923
Dual-registered

Dual-registered at HANTZ FINANCIAL SERVICES, INC.

Experience
3 yrs
States
1
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
GT

Gavin Timothy Fox

Texas·CRD #7447251
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
5 yrs
States
1
Exams
4
Since
2021
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
GT

Gavin Tyler Kendall

Virginia·CRD #7850675
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
1 yrs
States
1
Exams
3
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
GV

Gavin Virtue

Illinois·CRD #7800944
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
1 yrs
States
3
Exams
3
Since
2025
Est. fee
AUM / Flat Fee
View profile
GW

Gavin W Burrage

Georgia·CRD #8101700
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
1 yrs
States
2
Exams
3
Since
2025
Est. fee
AUM / Commission / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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